Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Joshua? Claim Your ProfileJoshua Lacy is a financial advisor at State Farm Investment Management Corp. Joshua has over 5 years of experience in the financial services industry. Joshua is registered with the following states: Colorado, Kansas, Nebraska, South Dakota, and Wyoming. Joshua has passed the Series 6, Series 63, Series 65 and SIE exams. Joshua is a member of the Gering Public Schools board and is also a member of Joe Mejia's Insurance Agency. Joshua's current firm is State Farm Investment Management Corp. where Joshua provides portfolio management for individuals and investment companies.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Personalized portfolio management to meet individual financial objectives.
Strategic management for diversified investment portfolios.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
A percentage of the total value of assets under management is charged.
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NE
06/27/2024 - Present
State Farm Investment Management Corp. (Scottsbluff NE)
NE
07/31/2017 - 05/19/2023
PRINCIPAL SECURITIES, INC. (SCOTTSBLUFF NE)
IA
Issued 06/26/2018
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 08/21/2017
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 07/31/2017
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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